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ePlus
PLUS

145 hedge funds and large institutions have $479M invested in ePlus in 2015 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 3

54% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 37

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

22% more funds holding

Funds holding: 119 → 145 (+26)

20% more capital invested

Capital invested by funds: $400M → $479M (+$78.8M)

Holders
145
Holders Change
+26
Holders Change %
+21.85%
% of All Funds
3.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
30
Increased
57
Reduced
37
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NI
Numeric Investors
Massachusetts
+$11M
2
HAI
Hennessy Advisors Inc
California
+$5.48M
3
Invesco
Invesco
Georgia
+$4.63M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.87M
5
BA
BlackRock Advisors
Delaware
+$3.39M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$10.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.17M
3
HA
Heartland Advisors
Wisconsin
-$7.93M
4
OP
Osmium Partners
California
-$6.29M
5
MSA
Mason Street Advisors
Wisconsin
-$4.58M

PLUS Hedge Fund Activity: Q1 2015 in Review

145 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in ePlus (PLUS) for Q1 2015, worth a combined $479M — up 20% from $400M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PLUS positions and 3 closed out — a net gain of 27 holders — while 57 added to existing stakes and 37 trimmed.

The largest buyer was Numeric Investors, opening a new position worth an estimated $11M. The largest seller was Royce & Associates, cutting an estimated $10.6M.

  • 145 institutional investors held ePlus (PLUS) as of Q1 2015, up from 119 in Q4 2014.
  • Funds reported $479M of ePlus stock for Q1 2015, up 20% quarter-over-quarter.
  • 30 funds opened new ePlus positions in Q1 2015 and 3 closed out, a net change of +27 holders.
  • The largest ePlus buyer in Q1 2015 was Numeric Investors, an estimated $11M added.
  • The largest ePlus seller in Q1 2015 was Royce & Associates, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2015.